SURVYR
Systematic model
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Momentum Blend

For information only · Important disclosures

Half smooth-trend momentum stocks (Core), half breakout growth leaders (up to 10), rebuilt monthly from the S&P 1500.

Return over
+0.4%
SPY +0.7% Live
1D
+0.4%
Live
1W
+0.1%
Live
Incep.
+0.4%
Live
Hypothetical backtest of today's weights
1M
-0.3%
3M
+34.4%
6M
+76.7%
YTD
+126.9%
1Y
+123.1%
Live figures count from the live start (Oct 18, 2026). The hypothetical backtest holds today's weights over past periods; it is not this portfolio's actual history.
Model page ›Prices as of Oct 26, 202621 holdings
|
i
+41.28%
Total return this year
Consolidated across 21 holdings · SPY +13.11% (+28.17% vs SPY)
0.00% +25.00% +50.00%
Running returns Live
From the Oct 16, 2026 close · through Oct 26, 2026
PeriodMomentum BlendS&P 500 (SPY)Difference
1D+0.4%+0.7%-0.4 pts
1W+0.1%-0.1%+0.2 pts
YTD+0.4%+0.3%+0.1 pts
Since start+0.4%+0.3%+0.1 pts
How it's measured · not investment advice

The published weights, held from the Oct 16, 2026 close and reset only at dated rebalances, valued at delayed daily closes (Yahoo Finance). No backtest figures. In the first year, YTD counts from the start close. Before fees, taxes and trading costs. Research only, not investment advice; SURVYR. doesn't manage money. Not yet: 1M, 3M, 6M, 1Y, until the live record is that long.

Models can be wrong; holdings may be aggressive, speculative or out of date. The author may hold positions in securities discussed here, including this portfolio's holdings, and may buy or sell them at any time. See the disclaimer.

Live since inception vs SPY

Published Oct 1, 2025 · performance tracked from Oct 16, 2026 close

-0.4%+0.6%+1.6%+2.6%+3.6%Oct 16Oct 26Oct 21
PortfolioSPY

Look-back Backtested

Hypothetical: today's weights held unchanged over each past period. Not the portfolio's actual history.

-6%+30%+66%+102%+138%Oct 2025Oct 2026Apr 2026
Today's weights, held 1YSPY
/

Momentum Blend · Allocation Pie

21 positions · 100%

Interactive weighting by individual position or sector/asset sleeve

CORT (Corcept Therapeutics): 5.39% DELL (Dell Technologies): 5.39% DRH (DiamondRock Hospitality Company): 5.39% FTNT (Fortinet): 5.39% HZO (MarineMax, Inc.): 5.39% MRNA (Moderna): 5.39% NEO (NeoGenomics Laboratories, Inc.): 5.39% OGN (Organon & Co.): 5.39% OKTA (Okta, Inc.): 5.39% PAYC (Paycom): 5.39% +11 More (ZBRA, MSGS, TGT, UFCS, NHC, MATX…): 46.07% Health Care: 25.83% Information Technology: 25.10% Financials: 12.17% Industrials: 9.32% Energy: 7.48% Real Estate: 5.39% Consumer Discretionary: 5.39% Communication Services: 4.70% Consumer Staples: 4.59% 100% 21 POSITIONS
Top weight: CORT (5.4%) · Lead sleeve: Health Care (25.8%)
5.4%
Health Care
5.4%
Information Technology
DRH
DRH
5.4%
Real Estate
5.4%
Information Technology
HZO
HZO
5.4%
Consumer Discretionary
5.4%
Health Care
NEO
NEO
5.4%
Health Care
OGN
OGN
5.4%
Health Care
5.4%
Information Technology
5.4%
Industrials
+11 More
+11 More
46.1%
Diversified
Health Care
5 holdings: CORT, MRNA, NEO, OGN, NHC
25.8%
Information Technology
5 holdings: DELL, FTNT, OKTA, ZBRA, DGII
25.1%
Financials
3 holdings: UFCS, ECPG, AAMI
12.2%
Industrials
2 holdings: PAYC, MATX
9.3%
Energy
2 holdings: VLO, INSW
7.5%
Real Estate
1 holding: DRH
5.4%
Consumer Discretionary
1 holding: HZO
5.4%
Communication Services
1 holding: MSGS
4.7%
Consumer Staples
1 holding: TGT
4.6%

Holdings (21)

CORT Corcept Therapeutics 5.4%
+1.5% today
Health Care · $87.12 · 1M -25.0% · 1Y +20.1% · stock page →
Why it's in the model

In the Leaders sleeve: a fast grower breaking out near its highs after an earnings-style gap.

What would knock it out: Exits if it closes below its stop of $103.70; last close $87.12, -16% above it.

DRH DiamondRock Hospitality Company 5.4%
+1.3% today
Real Estate · $13.94 · 1M +12.6% · 1Y +85.8% · stock page →
Why it's in the model

In the Core sleeve: one of the steadiest 12-month uptrends in its universe (the model's smooth-trend momentum score).

What would knock it out: Re-checked at each monthly rebalance (next Oct 30); leaves if it no longer makes the Core selection. The latest preview drops it.

DELL Dell Technologies 5.4%
+2.3% today
Information Technology · $467.09 · 1M -16.9% · 1Y +197.5% · stock page →
Why it's in the model

In the Leaders sleeve: a fast grower breaking out near its highs after an earnings-style gap.

What would knock it out: Exits if it closes below its stop of $397.59; last close $467.09, 17% above it.

HZO MarineMax, Inc. 5.4%
-0.3% today
Consumer Discretionary · $52.45 · 1M +0.0% · 1Y +97.8% · stock page →
Why it's in the model

In the Leaders sleeve: a fast grower breaking out near its highs after an earnings-style gap.

What would knock it out: Exits if it closes below its stop of $51.35; last close $52.45, 2% above it.

FTNT Fortinet 5.4%
+1.9% today
Information Technology · $183.33 · 1M +5.7% · 1Y +114.3% · stock page →
Why it's in the model

In the Leaders sleeve: a fast grower breaking out near its highs after an earnings-style gap.

What would knock it out: Exits if it closes below its stop of $103.46; last close $183.33, 77% above it.

ZBRA Zebra Technologies 5.4%
-0.6% today
Information Technology · $384.15 · 1M +3.8% · 1Y +24.4% · stock page →
Why it's in the model

In the Leaders sleeve: a fast grower breaking out near its highs after an earnings-style gap.

What would knock it out: Exits if it closes below its stop of $326.18; last close $384.15, 18% above it.

PAYC Paycom 5.4%
-2.3% today
Industrials · $268.25 · 1M +21.7% · 1Y +35.7% · stock page →
Why it's in the model

In the Leaders sleeve: a fast grower breaking out near its highs after an earnings-style gap.

What would knock it out: Exits if it closes below its stop of $205.58; last close $268.25, 30% above it.

NEO NeoGenomics Laboratories, Inc. 5.4%
+0.6% today
Health Care · $16.69 · 1M -13.7% · 1Y +56.4% · stock page →
Why it's in the model

In the Leaders sleeve: a fast grower breaking out near its highs after an earnings-style gap.

What would knock it out: Exits if it closes below its stop of $14.56; last close $16.69, 15% above it.

MRNA Moderna 5.4%
-0.6% today
Health Care · $198.85 · 1M -0.0% · 1Y +643.6% · stock page →
Why it's in the model

In the Leaders sleeve: a fast grower breaking out near its highs after an earnings-style gap.

What would knock it out: Exits if it closes below its stop of $113.32; last close $198.85, 75% above it.

OKTA Okta, Inc. 5.4%
+3.3% today
Information Technology · $220.01 · 1M +12.7% · 1Y +147.0% · stock page →
Why it's in the model

In the Leaders sleeve: a fast grower breaking out near its highs after an earnings-style gap.

What would knock it out: Exits if it closes below its stop of $105.44; last close $220.01, 109% above it.

OGN Organon & Co. 5.4%
-0.1% today
Health Care · $13.74 · 1M +0.1% · 1Y +51.2% · stock page →
Why it's in the model

In the Leaders sleeve: a fast grower breaking out near its highs after an earnings-style gap.

What would knock it out: Exits if it closes below its stop of $12.98; last close $13.74, 6% above it.

MSGS Madison Square Garden Sports Corp. 4.7%
-1.1% today
Communication Services · $384.39 · 1M -4.6% · 1Y +68.6% · stock page →
Why it's in the model

In the Core sleeve: one of the steadiest 12-month uptrends in its universe (the model's smooth-trend momentum score).

What would knock it out: Re-checked at each monthly rebalance (next Oct 30); leaves if it no longer makes the Core selection. The latest preview drops it.

TGT Target Corporation 4.6%
-2.8% today
Consumer Staples · $148.53 · 1M -5.7% · 1Y +64.0% · stock page →
Why it's in the model

In the Core sleeve: one of the steadiest 12-month uptrends in its universe (the model's smooth-trend momentum score).

What would knock it out: Re-checked at each monthly rebalance (next Oct 30); leaves if it no longer makes the Core selection. The latest preview drops it.

UFCS United Fire Group, Inc. 4.5%
+0.3% today
Financials · $57.58 · 1M +8.0% · 1Y +86.1% · stock page →
Why it's in the model

In the Core sleeve: one of the steadiest 12-month uptrends in its universe (the model's smooth-trend momentum score).

What would knock it out: Re-checked at each monthly rebalance (next Oct 30); leaves if it no longer makes the Core selection. The latest preview drops it.

NHC National Healthcare, Corp. 4.3%
-5.2% today
Health Care · $223.70 · 1M -1.3% · 1Y +85.0% · stock page →
Why it's in the model

In the Core sleeve: one of the steadiest 12-month uptrends in its universe (the model's smooth-trend momentum score).

What would knock it out: Re-checked at each monthly rebalance (next Oct 30); leaves if it no longer makes the Core selection. The latest preview keeps it.

MATX Matson, Inc. 3.9%
+0.1% today
Industrials · $228.85 · 1M +1.9% · 1Y +147.8% · stock page →
Why it's in the model

In the Core sleeve: one of the steadiest 12-month uptrends in its universe (the model's smooth-trend momentum score).

What would knock it out: Re-checked at each monthly rebalance (next Oct 30); leaves if it no longer makes the Core selection. The latest preview keeps it.

ECPG Encore Capital Group, Inc. 3.9%
+2.0% today
Financials · $99.64 · 1M +1.2% · 1Y +122.5% · stock page →
Why it's in the model

In the Core sleeve: one of the steadiest 12-month uptrends in its universe (the model's smooth-trend momentum score).

What would knock it out: Re-checked at each monthly rebalance (next Oct 30); leaves if it no longer makes the Core selection. The latest preview keeps it.

VLO Valero Energy 3.8%
+1.8% today
Energy · $426.76 · 1M +10.2% · 1Y +154.8% · stock page →
Why it's in the model

In the Core sleeve: one of the steadiest 12-month uptrends in its universe (the model's smooth-trend momentum score).

What would knock it out: Re-checked at each monthly rebalance (next Oct 30); leaves if it no longer makes the Core selection. The latest preview keeps it.

AAMI Acadian Asset Management Inc. 3.8%
+1.2% today
Financials · $93.47 · 1M -0.4% · 1Y +94.8% · stock page →
Why it's in the model

In the Core sleeve: one of the steadiest 12-month uptrends in its universe (the model's smooth-trend momentum score).

What would knock it out: Re-checked at each monthly rebalance (next Oct 30); leaves if it no longer makes the Core selection. The latest preview keeps it.

INSW International Seaways, Inc. 3.6%
+2.7% today
Energy · $113.75 · 1M +7.7% · 1Y +174.7% · stock page →
Why it's in the model

In the Core sleeve: one of the steadiest 12-month uptrends in its universe (the model's smooth-trend momentum score).

What would knock it out: Re-checked at each monthly rebalance (next Oct 30); leaves if it no longer makes the Core selection. The latest preview keeps it.

DGII Digi International Inc. 3.5%
+1.8% today
Information Technology · $76.27 · 1M -2.6% · 1Y +96.5% · stock page →
Why it's in the model

In the Core sleeve: one of the steadiest 12-month uptrends in its universe (the model's smooth-trend momentum score).

What would knock it out: Re-checked at each monthly rebalance (next Oct 30); leaves if it no longer makes the Core selection. The latest preview drops it.

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Systematic research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app

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Coteau 0.9 · Oct 21, 2026